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Technology Stocks : PHTN--Photon Dynamics, anyone follow this company -- Ignore unavailable to you. Want to Upgrade?

To: Jerome who wrote (799)	9/3/1999 10:54:00 AM
From: Sid Stuart	Read Replies (1) \| Respond to of 930

Any thoughts on what is moving this stock new highs every day? Could it be the shortage of FPD's? Could it be that the earnings expectations are way to low? Usually volume increases last only a day or two, but now 200,000 share days are the norm. If you could your thoughts on the matter. It is the same forces driving the semi-conductor equipment makers higher. Forecasts of higher demand over the next year(s). The shortages of FPD's mean the manufacturers are able to demand a premium price for the hardware which means they will have more money to spend on new facilities. I bought into phtn and gnss about a month ago because I and every technology person I know lusts after FPD's. I've found over the years that when I lust after a piece of hardware, the company or market involved with it does well. They were they only FPD plays I could find. I'm planning on holding for at least a year, if not longer. I Can't claim any great insight into market timing. This has been dumb luck on my part. That doesn't make it any less sweet though. :-)